LCLIX Mutual Fund

LCLIX Mutual Fund (ClearBridge Large Cap Value Fund Class 1) is managed by Franklin Templeton Investments (US) with $191.2M in net assets. LCLIX expense ratio is 0.52%, holding 57 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2013-08-16.

LCLIX performance shows a YTD return of 13.97%. The 1-year return is 17.16% and the 5-year return is 8.64%. LCLIX dividend yield stands at 1.01%, paid quarterly.

LCLIX top holdings include Apple Inc (6.5%), Amazon.Com Inc (5.5%), Jpmorgan Chase (4.3%), Microsoft Corp (3.9%), Johnson & Johnson - Common (3.9%). Go to all LCLIX holdings, LCLIX sectors, or LCLIX dividends.

LCLIX can be compared against other funds. Use LCLIX overlap to find shared positions, or LCLIX vs another fund for a side-by-side view. LCLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.